See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,172 | $29,660-42.1% | $56,411-69.6% | $80,856-78.8% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 17.03% | 35.23%-18.2pp | 1701.33%-1684.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,205 | $669+80.0% | $1,039+16.0% | $2,755-56.3% |
| Participant deferral / active EE | $3,244 | $1,226+164.6% | $1,952+66.2% | $4,296-24.5% |
| Admin fee / account holder | $1,801 | $2,428-25.8% | $2,829-36.3% | $6,918-74.0% |